I am providing services to clients since 2008, consisting of high net-worth individuals, private businesses i.e. S-corporations, LLCs, large C-corporations, business valuations, forensic accounting & anti-fraud services, tax planning & filing private equity, venture cap, general business counseling, and advisory.

LIST OF SERVICES PROVIDED:

ACCOUNTING

• Financial statement preparation: reviews and compilations.• Income tax preparation and compliance.• Income tax planning and consulting.• Monthly, quarterly, and annual financial reporting statements.• Implementation of new accounting software packages.• Bill paying services.• Business management.• Payroll and sales taxes.• Accounting assistance.• Bookkeeping.• General ledger review.• Financial assessment reports.• Business start-up consulting.• Budgeting and forecasting.• General business consulting.

TAX

Services for Individuals

• Tax compliance and planning.• Tax return preparation.• Personal income tax planning.• Estate and gift tax planning.• Estate and trust administration.• Financial planning.• Tax services for U.S. citizens abroad.

Services for Businesses

• Sales and payroll tax return preparation.• Income tax return planning and preparation.• International tax planning.• Form of ownership and employee benefits tax planning.• Assistance in the selection of accounting methods, and legal and financial reporting.

AUDITS

• Agreed-upon procedures/Due diligence.• Compilations.• Forecasts and projections.• Consultation with company management regarding the application of GAAP.• Accounting assistance.• Pre-audit services, preparation of financial statements following Generally Accepted Accounting principles (GAAP).

FINANCIAL

• Pension Planning• Strategies to maximize owner’s contributions.• 401(k) and pension solutions.• Business Succession Planning• Key man and golden handcuff strategies.• Creation of plans that consider the objectives of both the current and future generations.• Estate Tax Planning• Trust coordination.• Life insurance funding to create liquidity.• Designing and implementing group benefits utilizing the advantages of executive carve-outs and voluntary products.

VALUATION

• Buy/sell agreements and valuations.• Transfer/sales of a business.• Estate & gift tax matters.• Succession planning.

ACCOUNTING OUTSOURCING

• Accounts payable/receivable.• General ledger accounting.• Account reconciliations.• Fixed asset management.• Month, quarterly, and year-end closings.• Payroll tax and sales tax return preparation.• Cash flow management.• Implementation of new accounting software packages.

I can give you consultation on tax preparation, IRS matters, penalties, accounting, audits, anti-money laundering, wealth management, financial valuation, and all other legal issues related to business.